+73.5%
BA vs JCI
+322.9%
-249.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | -0.4% |
| 7D | +1.2% | +3.8% | -2.7% | -1.3% |
| 30D | -11.6% | -5.7% | -6.0% | -8.4% |
| 3M | -2.4% | -1.4% | -1.0% | -2.4% |
| 6M | -6.6% | +4.1% | -10.8% | -10.9% |
| YTD | -2.2% | +21.7% | -24.0% | -16.8% |
| 1Y | -8.0% | +36.1% | -44.2% | -28.2% |
| 3Y | -5.0% | +154.4% | -159.4% | -54.7% |
| 5Y | -2.7% | +112.0% | -114.7% | -48.4% |
| All | +73.5% | +322.9% | -249.5% | -52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded JCI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling